Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IAK)

132 + Investors. Track Smart Money conviction in IAK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -18
Streak
3Q ▼
Buyers last Q
40%

Smart Money Signals — IAK

Based on 132 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their IAK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 77% of 3.0Y peak

77% of all-time peak
132 funds currently hold this stock — 77% of the 3.0-year high of 172 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 19% fewer funds vs a year ago

fund count last 6Q
30 fewer hedge funds hold IAK compared to a year ago (-19% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

56 buying84 selling
Last quarter: 84 funds reduced or exited vs 56 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 36 → 20 → 22 → 16. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 30% medium ■ 20% new
66 out of 132 hedge funds have held IAK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

29 → 36 → 20 → 22 → 16 new funds/Q
New funds entering each quarter: 36 → 20 → 22 → 16. IAK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 54% veterans vs 30% newcomers

■ 54% veterans ■ 16% 1-2yr ■ 30% new
Entry-cohort mix of 134 holders: 73 (54%) are 2+ year veterans, 21 entered 1–2 years ago, and 40 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
19 of 130 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IAK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IAK

In 2026 Q1, 56 hedge funds were net buyers of IAK (16 opened a new position, 40 added to an existing one), while 84 reduced or exited (50 trimmed, 34 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 42% of total institutional value in IAK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -18 funds (more exits than new entries). Total institutional holders: 132.

Hedge Fund Ownership: IAK

How many hedge funds hold IAK — quarterly history vs. share price
Quarterly hedge fund ownership of IAK vs. share price

Market Analysis: IAK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IAK

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: IAK
2026 Q2 Stats Unlock in 1 days 132 + Investors

Track Smart Money conviction in IAK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 132 149 -11.41%
13F Shares 1M 2M -24.21%
Total Value $178M $256M -30.56%
New Positions 16 22 -6
Increased Positions 40 43 -3
Closed Positions 33 29 +4
Reduced Positions 49 64 -15
Total Calls 1 1 -
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: IAK

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Financial Highlights

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Institutional Holders (2026 Q2)

132 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IAK. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 IAK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legend Financial Advisors, Inc. 4.66% 58,386 $8.2M
2 Schorn Wealth LLC 2.44% 66,477 $9.3M
3 Northstar Financial Companies, Inc. 1.63% 17,251 $2.4M
4 Anchor Bay Capital, Inc. 0.93% 11,810 $1.7M
5 Fig Financial Advisory Services Inc /Adv 0.93% 10,808 $1.4M
6 Delos Wealth Advisors, LLC 0.83% 11,471 $1.6M
7 Martin & Co Inc /Tn/ 0.64% 29,022 $4.1M
8 Stonebridge Financial Planning Group, LLC 0.58% 12,899 $1.8M
9 Fortis Group Advisors, LLC 0.56% 25,025 $3.5M
10 Redwood Financial Network Corp 0.31% 3,955 $556K
11 Genesee Capital Advisors, LLC 0.28% 6,304 $886K
12 Financial Sense Advisors, Inc. 0.28% 10,000 $1.4M
13 Lee Danner & Bass Inc 0.27% 33,880 $4.8M
14 Retirement Planning Co of New England, Inc. 0.22% 4,325 $608K
15 SP Asset Management LLC 0.22% 19,114 $2.7M
16 Primoris Wealth Advisors, LLC 0.21% 3,350 $471K
17 Sonata Capital Group Inc 0.14% 3,050 $429K
18 Councilmark Asset Management, LLC 0.12% 1,625 $228K
19 Leuthold Group, LLC 0.12% 8,446 $1.2M
20 Hills Bank & Trust Co 0.10% 17,318 $2.4M
21 Regatta Research & Money Management 0.10% 773 $109K
22 PFG Advisors 0.10% 13,490 $1.9M
23 Nova Wealth Management, Inc. 0.09% 1,207 $170K
24 Harbor Asset Planning, Inc. 0.08% 751 $106K
25 RFG Advisory, LLC 0.06% 28,550 $4.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (IAK)

What does the Smart Money Trend signal show for IAK?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their IAK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IAK?

More sellers than buyers — 40% buying: Last quarter: 84 funds reduced or exited vs 56 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IAK holders?

Elite ownership — 42% AUM from top-100 funds: 19 of 130 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IAK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IAK?

50% of holders stayed for 2+ years: 66 out of 132 hedge funds have held IAK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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